Are you ready to unlock the true motivation behind every successful business exit? This session is a deep dive into the heart of what drives lower middle-market business owners ($10-100MM) to finally act on their future.
Drawing from insights from over 200 real-world entrepreneurs, we'll reveal the three pivotal actions that move owners from passive contemplation to decisive exit planning. Discover why traditional approaches often miss the mark, failing to identify key motivating factors for owners. We'll show you how to bridge that gap, seamlessly weaving crucial exit conversations into every interaction—from the very first handshake with a prospect, through seamless onboarding, and into every ongoing client review.
Uncover the hidden Profit Gap and its profound personal impact, and learn the eight essential questions that will empower you to guide owners toward their most fulfilling and profitable exits. This session will equip you to align their deepest personal aspirations with their financial goals and business legacy, transforming abstract plans into tangible, life-changing realities.
Join us to learn how to ignite your clients' passion for their future, guiding them not just to a transaction, but to a truly legendary exit that honors their life's work and secures their dreams.
Learning Objectives:
- Uncover the powerful human triggers that compel lower middle-market business owners to prioritize and act on their exit plans.
- Transform your client acquisition by understanding what’s really important to business owners
- Master the art of integrated planning, seamlessly weaving vital exit conversations into every stage of your client lifecycle to foster deeper engagement.
- Empower owners to define their dream exit by guiding them through eight critical questions that align personal desires with business success.
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Micah Brandenburg is the founder of Legendary Exits, a Business Exit Advisory firm to extraordinary business owners generating 1-10MM in annual profits. His team helps owners increase company valuations to fund personal goals, craft seamless succession plans, and optimize growth strategies to drive best-in-class profits and valuations. Their work enables business owners to get clear on their future plans so that all of the actions they are taking today help them get there.